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Carson Advisory’s PNC Financial Services PNC Stock Holding History

Carson Advisory’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Sell
2,049
-64
-3% -$13.9K 0.22% 97
2025
Q4 		$441K Buy
2,113
+1
+0% +$193 0.23% 90
2025
Q3 		$424K Buy
2,112
+1
+0% +$198 0.23% 89
2025
Q2 		$393K Buy
2,111
+1
+0% +$169 0.25% 92
2025
Q1 		$371K Buy
2,110
+1
+0% +$189 0.25% 95
2024
Q4 		$407K Sell
2,109
-99
-4% -$19.5K 0.28% 81
2024
Q3 		$408K Sell
2,208
-149
-6% -$26.1K 0.26% 99
2024
Q2 		$366K Buy
2,357
+1
+0% +$155 0.26% 101
2024
Q1 		$381K Buy
2,356
+1
+0% +$151 0.27% 97
2023
Q4 		$365K Buy
2,355
+2
+0.1% +$259 0.28% 98
2023
Q3 		$289K Buy
2,353
+21
+0.9% +$2.64K 0.25% 106
2023
Q2 		$294K Buy
2,332
+101
+5% +$12.3K 0.25% 106
2023
Q1 		$284K Buy
2,231
+1
+0% +$151 0.25% 102
2022
Q4 		$352K Hold
2,230
– – 0.34% 78
2022
Q3 		$333K Hold
2,230
– – 0.37% 74
2022
Q2 		$352K Hold
2,230
– – 0.39% 72
2022
Q1 		$411K Sell
2,230
-460
-17% -$93K 0.41% 66
2021
Q4 		$539K Buy
+2,690
New +$547K 0.55% 51

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carson Advisory's PNC Position: Q1 2026 in Review

Carson Advisory reduced its PNC Financial Services (PNC) stake by 3% in Q1 2026, selling an estimated $13.9K and leaving 2,049 shares worth $426K. The position accounts for 0.22% of the portfolio, ranked #97.

Carson Advisory first reported a position in PNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $539K in Q4 2021. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Carson Advisory held 2,049 shares of PNC Financial Services worth $426K as of Q1 2026.
  • Carson Advisory sold 64 PNC Financial Services shares in Q1 2026, an estimated $13.9K.
  • PNC Financial Services made up 0.22% of Carson Advisory's portfolio in Q1 2026, its #97 holding.
  • Carson Advisory first reported a position in PNC Financial Services in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's PNC Financial Services position peaked at $539K in Q4 2021.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.